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Property Engineering
We organize your assets
Corporate
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Investment Vehicle Structuring: Holdings, Trusts, Foundations, Funds Exclusives, SPEs and SCPs: On and Off Shore.
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Other corporate instruments
Supervisor
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Tax Model - Family Tax: Opportunities, Incentives, Legal Loopholes
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Structures for Minimizing Tax Incidence - Tax Recovery
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Conciliation and Optimization of the Income Statement for family PFs and for Family Office Vehicles.
Accounting
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Investment Vehicle Management Accounting Support (Outsourced)
Controllership
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Personal CFO
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Consolidated Financial Reporting and Strategic Analysis
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Family Cash Flow
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Risk Management and Insurance (Outsourced)
Succession
Family Succession Planning • Retirements (Planning and Implementation)
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Property Protection, Usufructs, Donations and Wills ​
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Coaching for Families in Investments and Business Management
Management
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Functions, Hierarchical Structure and Operational Dynamics
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Family Council: Operating Dynamics
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